How to update ADP from Excel

The CData Excel Add-In for ADP enables you to edit and save ADP data directly from Excel. This article explains how to transfer data from Excel to ADP. This technique is useful if you want to work on ADP data in Excel and update changes, or if you have a whole spreadsheet you want to import into ADP. In this example, you will use the Workers table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new ADP connection by clicking From ADP on the ribbon.

Connect to ADP by specifying the following properties:

• OAuthClientId: The client Id of the custom OAuth application you obtained from ADP.
• OAuthClientSecret: The custom OAuth application's client secret.
• SSLClientCert: Set this to the certificate provided during registration.
• SSLClientCertPassword: Set this to the password of the certificate.
• UseUAT: The connector makes requests to the production environment by default. If using a developer account, set UseUAT = true.
• RowScanDepth: The maximum number of rows to scan for the custom fields columns available in the table. The default value will be set to 100. Setting a high value may decrease performance.

The connector uses OAuth to authenticate with ADP. OAuth requires the authenticating user to interact with ADP using the browser. OAuth access can be configured in ADP through ADP API Central. For more information, refer ADP's API Central Quick Start Guide and the OAuth section in CData's Help documentation.

Retrieve Data from ADP

To insert data into ADP, you will first need to retrieve data from the ADP table you want to add to. This links the Excel spreadsheet to the ADP table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From ADP button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Workers table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to ADP

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to ADP, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Workers sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.